Our thinking.
Benchmarks, playbooks and analysis on growth and performance improvement in health and wellness and financial services. Sources cited.
Featured · Private Equity · 3 min read
A 100-day value-creation plan for a portfolio company
Entry prices now ask more of earnings growth than leverage or multiples will supply. A 100-day plan that starts with a diagnosis, works the levers that move EBITDA and cash, and reports every gain against a baseline the board can audit.
Read the analysisFinance · 3 min read
Revenue leakage, and the revenue assurance a mid-market company can actually run
Large telecoms employ whole departments to find the revenue that was earned and never collected. A mid-market company leaks the same way, in smaller pipes: the call not answered, the quote not followed, the service not invoiced, the renewal not chased. Where it leaks, how to measure it, and the controls that catch it.
ReadFinance · 3 min read
The weekly page: reporting and dashboards that assemble themselves
Many mid-market companies see their numbers weeks late, assembled by hand, by someone with another job. One page, refreshed from your own systems, is the reporting most decisions need. What goes on it, where the numbers come from, and why the CFO owns it.
ReadInterim & Fractional Leadership · 3 min read
What a fractional CTO does in the first ninety days at a mid-market company
Not a developer, not a vendor's representative. A fractional CTO owns the systems your revenue runs through, the data, and the AI roadmap, one to three days a week. Here is the first ninety days, step by step, and what you should expect to see at each one.
ReadInterim & Fractional Leadership · 3 min read
The founder is the only closer: what a fractional CRO changes in ninety days
A pipeline in a spreadsheet, a forecast made of optimism, reps who learned by watching, pricing untouched since the business was half its size. The signs are familiar. Here is what a revenue owner who is not the founder does in the first ninety days.
ReadHealthcare · 3 min read
The administrative layer: where AI pays in a provider group without touching clinical judgment
Clinical capacity is precious, administrative load keeps growing, and the phone is where patients form their first impression. Where automation goes in a provider group, single site or multi-location, and the line it must not cross.
ReadAccounting · 3 min read
Busy season without the overtime: where automation gives an accounting firm its capacity back
Fewer graduates, fewer CPA candidates, a cohort near retirement. Capacity now has to come from workflow, not headcount. The work to automate first, the work that stays with the CPA, and how the same move funds the shift to advisory.
ReadBuying AI · 3 min read
What to put in an AI vendor contract
The demo answered six questions. The contract is where the answers become obligations. The clauses to insist on before an AI system touches your phone, your leads or your data. Not legal advice; a checklist for your counsel.
ReadBuying AI · 3 min read
Measure the baseline before any new system goes in
The difference between the businesses that scaled AI and the ones stuck in pilots is not the technology. It is that the first group wrote down the number before they started. What to measure in each function, and how to get it in a week from systems you already own.
ReadBuying AI · 3 min read
How to read an AI vendor's demo
A demo is theatre. It shows the script working. The questions that matter are about the case that goes off script, the handoff, the data, and who fixes it when it breaks. Six questions, and what a good answer sounds like.
ReadResearch · 7 min read
What Harvard and Kellogg are telling executives about AI
Two of the most credible voices in management research published their AI verdicts: HBS ran a 776-person field experiment, and Kellogg told executives why their pilots are stuck. Together they read like an operating manual.
ReadOperations · 8 min read
Back-office automation: where the savings actually come from
McKinsey says about 30% of the activities in most jobs are automatable. Deloitte found a 32% average cost reduction where intelligent automation scaled beyond pilots. How those headline numbers translate, and don't translate, to a real mid-market back office.
ReadBuying AI · 5 min read
How to read case studies from AI vendors and advisors (and the benchmarks that matter)
The AI market runs on suspiciously round numbers. A buyer's guide to separating evidence from theater, from a firm whose own claims should pass the same tests.
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